Whether you operate a sole proprietorship or are a partner in a growing corporation, keeping up with financial records and tax preparation is essential. However, it may not be where your experience nor interest lies, and if that’s the case, it’s best to outsource these tasks to experienced accountants who will save you time, help you plan for the future, and reduce your tax burden.

At Steward Ingram & Cooper, our CPA firm serving Chapel Hill, we provide extensive services to best serve your needs and can provide you with a customized plan to help meet your goals.

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Accounting Services

We provide comprehensive accounting services for all types of businesses in Chapel Hill, including sole proprietorships, limited liability corporations, and both S-corps and C-corps.

We also work with nonprofit organizations to assist you with necessary financial documentation.

Our team understands your needs are unique, which is why we tailor our services to your goals.

Bookkeeping Services

Recording financial transactions and data and keeping it organized is key to your organization’s financial health and planning.

We have a team of bookkeeping professionals with over 20 years of experience serving both businesses and nonprofits in and around Chapel Hill.

Our bookkeeping services include maintaining your general ledger, generating financial statements, running payroll, and maintaining accounts payable and receivable.

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Tax Planning & Preparation

Business taxes are complex and time-consuming, especially when changes to the tax code come out of nowhere.

Our experienced tax preparation professionals have the experience and knowledge of the tax code to complete your returns accurately, finding credits and other tax breaks that will reduce your payments.

In addition to preparation, we also assist with tax planning throughout the year, helping you make smart choices and create winning long-term strategies.

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Tax Consulting Services

A member of our CPA firm can sit down with you and discuss your options regarding the financial future and goals of your business.

We’ll walk you through ways to reduce your tax burden over several hears and provide you with a variety of resources to help you make informed decisions related to your taxes.

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Financial Statement Generation

Your financial statements provide you with a clearer look at the financial health of your business and make plans for the future.

Our bookkeeping and accounting teams provide financial statement generation as well as auditing and review for businesses and nonprofits. With our guidance, you can see red flags in your finances before they become serious as well as better understand your financial solvency.

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Retirement Plan Audit

Under the Employee Retirement Income Security Act of 1974 (ERISA) administered by the U.S. Department of Labor (DOL), it is the law to have an annual financial statement audit on 401k retirement plans.

Our team of auditors has the knowledge and experience necessary to successfully audit your plans and give you guidance for managing them throughout the year.